has been working with high net worth clients since 1996.
In addition to advising clients on a broad array of wealth management matters, he directs all investments, is responsible for the daily execution of the portfolio management process, and is the firm's compliance officer.
He began his career in the financial services industry in 1987, working in real estate syndication, tax, financial analysis and product development.
He joined Legacy Capital Management in 1996 and has had primary responsibility for portfolio management and the research process since 2000.
In 2013 Jim became President and majority owner of the firm.
has contributed to several regional and national publications - including Barron's
, Los Angeles Times
Chicago Business, Sacramento Bee, and Sacramento Business Journal
- on company stock valuation, investor psychology, and various stock market issues.
also has guest lectured on these topics for various groups, including the American Cancer Society and the College of Business Administration at California State University, Sacramento
He graduated with a B.S. in Finance from the University of Colorado in 1986 and is a member of the CFA Society of Sacramento.